Global Macro Update: Gold, Silver, Bitcoin, a...

In this episode, Nik breaks down the Japan “rate check” that sent the U.S. dollar sharply lower and triggered major moves across global markets. He explains how Japan’s bond stress, rising yields, and yen instability forced coordination with the U.S., why the dollar index breakin ...  Show more

In this episode, Nik breaks down a massive global macro repricing as gold approaches $5,000, bond markets stabilize, and the world adjusts to a new economic order. He walks through key signals across Bitcoin, Treasuries, inflation expectations, labor markets, and global trade to ...  Show more

PlanB (pseudonymous Bitcoin quant) & Saifedean (Bitcoin economist)  rejoin me to talk about PlanB’s latest work on S2FX, and some of the  debates being had on S2F modelling as well as addressing some of the  criticism. We will also talk about Bitcoin as it g ...

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins, crypto regulation and much more. This interview is paid sponsorship on behalf of ...  Show more

Tamas Blummer, Bitcoin developer and entrepreneur with a long and respected background in Bitcoin joins me in this must-listen, wide ranging episode to talk about: 

Crypto analyst Nicholas Merten projects Bitcoin (BTC) could rally nearly 7x by the end of the year despite current market conditions. "If Bitcoin can hold here, at $600 billion, that’s going to set the foundation for Bitcoin to spring up over the next coming months.” As for price ...  Show more